Americas The threat to Ineos Dealers

[AWo]

The July and August sales numbers by Marklines for the US:

07/2025: 473 units (07/2024: 539 units)
YTD 2025: 2,315
2025 to 2024 YTD (July): -44.8% decrease.

08/2025: 592 units (08/2024: 510 units)
YTD 2025: 2,907
2025 to 2024 YTD (August): -38.2% decrease.

AWo

 

[OkGo]

2025 to 2024, decreasing.... So does that mean 2024 to 2025 is an increase?

 

[AWo]

That means 2025 actually sees a decreasing number of sales compared to 2024.

AWo

 

[OkGo]

I wonder if 2024 numbers were higher just down to pre-booked vehicles being delivered

 

[Roach]

I wonder if 2024 numbers were higher just down to pre-booked vehicles being delivered

Could be a factor and we had a pause in production in 1Q but…. Those numbers don’t bode well for dealers. Many 24’s on the lot and we are fast approaching 26. I suspect that Ineos has some sort of backstop helping dealers (in the US).

 

[Cncpt2]

Southern CA here - local dealers are advertising $8.5k-$10k off, but appears to still be a fairly large number of 24's in stock.